Financial Confidence Series

Running a business isn't easy. As a CEO, you're juggling multiple priorities: from managing your team and scaling operations to ensuring your clients are satisfied and your business stays profitable. But amidst the chaos, how often do you get the time to focus on the financial health of your business?

Many CEOs face the constant struggle of making sense of complex financial data, often feeling overwhelmed by the sheer volume of numbers and jargon. Cash flow challenges can create persistent stress, making it difficult to meet financial obligations and causing sleepless nights. Adding to the complexity is the uncertainty of knowing which clients are genuinely profitable and which may be draining resources. With limited time available to dive deep into financial management, it’s easy to feel lost and unsure, leading to delays in critical decision-making. These issues can leave even the most experienced business leaders feeling powerless and unsure of where to focus their efforts for maximum impact.

We want to help you truly understand your numbers and financial health so you can be more confident in growing your business. That is why we are excited to announce our Financial Confidence Profit Power Hour Series.

This series is designed specifically for CEOs like you—leaders who are ready to take control and be financially confident. Each session is a powerful, one-hour call that will give you the insights and tools you need to make informed decisions that drive profit growth and sustainability.

WHAT YOU CAN EXPECT

We understand that your time is precious and we want to make sure you walk away from this Profit Power Hour with clarity, understanding, and action items to start implementing right away. When you attend this LIVE call, you will learn to:


  1. Clear Understanding of Key Financial Metrics: Learn which numbers matter most and how to interpret them to gain a clear view of your business’s financial health.

  2. Proven Strategies for Cash Flow Management: Gain actionable tips to manage your cash flow, optimize vendor terms, and keep your business running smoothly.

  3. Insights into Client Profitability: Discover how to analyze and categorize your clients to focus on the ones that truly contribute to your success.

  4. Tools to Increase Efficiency: Learn how to streamline your operations, reduce costs, and improve profitability through effective financial management.

  5. Interactive Learning Experience: Engage during the call by asking your biggest questions and getting answers on the spot from our CEO.

Series Schedule

Each session will be conducted via zoom from 9am-10am CST on the specified dates below.

When you register for this series, you will have a seat on each of the calls right away! If any of the dates have already passed, you can still sign up and will be given the recordings once you RSVP. While we encourage you to put these dates on your calendar as soon as you register, if you can’t make each call live, don’t worry, we will be sending you the recording.

The Language of Business: Understanding Your Numbers
September 24th

 

The first session, "The Language of Business: Understanding Your Numbers," is designed to help CEOs gain clarity on their business’s financial health by identifying what your numbers are truly telling you. We will break down which key financial metrics you need to monitor, how often to review them, and practical tips for organizing your bookkeeping. This session will simplify complex financial concepts, making it easier for you to grasp your profit, cash flow, and overall financial position. By the end, you'll be equipped with actionable insights and a clear plan to assess your numbers regularly, setting a solid foundation for financial success.

 

Navigating Cash Flow: Strategies for Success
October 29th

 

The second session, "Navigating Cash Flow: Strategies for Success," will dive into practical techniques for maintaining a positive cash flow and optimizing your financial processes. We will cover how to have critical financial information readily available, leverage vendor terms to your advantage, and ensure consistent cash inflows through effective invoicing and clear payment terms. You’ll learn strategies to prioritize payments, implement regular payment processes, and hold clients accountable for on-time payments, including following up on receivables and using late fees. By mastering these practices, you'll gain control over your cash flow and build a stronger, more resilient business.

 
 
 

Client Profitability Check: Who to Keep and Who to Cut

November 19th

 

The third session, "Client Profitability Check: Who to Keep and Who to Cut," will focus on evaluating the profitability of your client relationships to maximize your business’s success. We will explore how to identify high-profit clients who contribute significantly to your bottom line with minimal servicing costs and discuss the value of moderate-profit clients who offer steady, reliable business and have growth potential. You’ll also learn how to recognize low-profit or negative-profit clients who drain resources and negatively impact profitability. The session will guide you on strategies to keep and nurture clients who align with your strategic goals and contribute to your brand reputation while identifying which clients to cut to optimize your resources and boost profitability. By refining your client portfolio, you’ll strengthen your business’s financial health and focus on relationships that drive growth.

 
 
 

AGI and FTE: What Every Business Owner Should Know

December 17th

 

The fourth and final session, "AGI and FTE: What Every Business Owner Should Know," will cover two crucial financial metrics for understanding and managing your business effectively. We'll explain Adjusted Gross Income (AGI) and how it reflects your company's true profitability after accounting for the cost of goods sold. Additionally, we'll define Full-Time Equivalent (FTE) and its importance in managing staffing and resource allocation. This session will help you understand how these metrics impact your business's financial health, enabling you to make more informed decisions for sustainable growth. By mastering AGI and FTE, you'll gain valuable insights into optimizing both your finances and workforce.

 
 
 
 

LED BY AN EXPERT

The host of the Profit Power Hour is our very own Founder and CEO, Shawndel Spader.

She will share some of her best tips with you during this hour-long event to educate and inspire you, along with giving you an action plan to implement.

And there will be time for Shawndel to answer your questions, too! Get expert advice to your biggest questions and struggles when it comes to your books.

RSVP NOW

Don't miss this opportunity to transform your approach to your business and growth and save your seat for the Financial Confidence Series.

FREQUENTLY ASKED QUESTIONS

What if I miss a session, can I still sign up for the rest?
Yes, please do! Even if you miss one of the sessions, we’d be happy for you to join us on the remaining sessions. You will also get the recording of past sessions sent to you.

Will I be able to ask questions during the session?
Yes – absolutely! Shawndel will kick off the session by sharing her insights and action times and then the rest of the session will be an open-mic Q&A format.

Will there be a recorded replay of the session in case I can’t make it?
We will record the session, and the link to the recording will be sent to your inbox after the event. We encourage you to attend LIVE to get the full experience and guidance. You can access past recordings in our video library.

Will this be the only Profit Power Hour?
Great question — no, Shawndel will host a new Profit Power Hour each month. But — each class will be a private session, so you need to register so we can be sure to send you the correct link.